EverVest Financial

What EverVest Financial does

EverVest Financial is a privately held, multi-disciplinary financial advisory firm headquartered in Scottsdale, Arizona, serving individuals and families across 37 U.S. states and the District of Columbia. The firm offers a comprehensive suite of wealth management services including customized investment management, retirement and wealth-building planning, estate planning, tax strategy, risk management and insurance, business succession planning, charitable giving strategy, children and education planning, and special needs/guardianship planning. Services are delivered through a consultative planning engagement that begins with a complimentary investment portfolio review and progresses through discovery, plan construction, and ongoing advisory relationships.

The firm's underlying technology is built entirely on third-party infrastructure rather than proprietary systems. Brokerage and securities execution run through LPL Financial (member FINRA/SIPC, Nasdaq: LPLA), which custodies approximately $2.3 trillion in advisory and brokerage assets and supports over 32,000 advisors. Advisory services are delivered under the umbrella of Stratos Wealth Partners, a Beachwood, Ohio-based RIA network named to Barron's Top 100 RIAs for four consecutive years. Client-facing account access is provided through six third-party portals spanning eMoney, Fidelity, Charles Schwab, Next Gen 529, and American Funds 529, and the firm leverages LPL Research publications for market commentary and tactical asset allocation guidance.

The business model is relationship-driven and recurring: revenue is generated through advisory fees on assets under management, structured most likely as a percentage of AUM with possible flat-fee engagements. The go-to-market is sales-led and referral-driven, supported by a content marketing engine publishing weekly market commentary and a broad resource center. The firm does not disclose fees, AUM, revenue, or client counts publicly. Co-founders Elizabeth A. Mahoney (Co-CEO, President) and Jay R. Spector lead a team of approximately 11–50 employees including Chief Investment Officer Kevin Pitts, Chief Operating Officer Teresa L. Haire (MBA), wealth strategist Sid Guthrie, and client service and administrative support staff. The firm operates as a founding partner enterprise of Stratos Wealth Partners rather than a standalone RIA.

Name

EverVest Financial

Legal name

EverVest Financial

Website

https://evervestfinancial.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

EverVest Financial is a privately held financial advisory firm in Scottsdale, Arizona, offering investment management, retirement, estate, tax, insurance, and business succession planning to individuals and families across 37 U.S. states.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Estate & Legacy Planning Advisory (FSAEAAAG), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Comprehensive Financial Planning (FSAEAAAA), Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Financial advisory services
• Wealth management
• Retirement planning
• Investment management
• Estate planning

Headquarters

HQ city

Scottsdale

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Services: The firm provides investment advisory services through Stratos Wealth Partners, a registered investment advisor. Securities are offered through LPL Financial, member FINRA/SIPC. Revenue is generated through advisory fees associated with customized investment management and financial planning services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

EverVest Financial is a privately held, independent financial advisory firm that provides customized investment management alongside a comprehensive suite of wealth planning services covering retirement planning, estate planning, tax strategy, risk management and insurance, business succession, education funding, and special needs planning. The firm delivers advice through a multi-step consultative process, offering complimentary investment portfolio reviews as an entry point, and operates as a partner on the advisory side with Stratos Wealth Partners while securities are offered through LPL Financial (member FINRA/SIPC).

Product overview

EverVest Financial is a financial advisory firm offering a comprehensive suite of wealth management services through a multi-step consultative planning process. The firm's core offering is Customized Investment Management, complemented by specialized services including Business Succession Planning, Tax Planning Strategy, Risk Management and Insurance, Income Distribution in Retirement, Wealth Building and Retirement Plan Construction, Charitable and Philanthropic Giving, Children and Education Planning, and Special Needs Planning. The firm operates through partnerships with LPL Financial (broker-dealer, member FINRA/SIPC) and Stratos Wealth Partners (registered investment advisor network), providing clients access to third-party account platforms including eMoney, Fidelity, Charles Schwab, and 529 education savings accounts.

Differentiator

Problem solved

Functional benefit

Products and services

• Customized Investment Management Investment advisory service providing personalized portfolio management aligned with client risk tolerance, time horizon, and financial goals for individuals and families.
• Business Succession Planning
• Charitable and Philanthropic Giving
• Children and Education Planning
• Consultative Planning Including Financial Blind Spots
• Consulting and Speaking
• Special Needs Planning and Guardianship/Conservatorship
• Income Distribution in Retirement
• Risk Management, Asset Protection and Insurance
• Tax Planning Strategy Discussion
• Wealth Building and Retirement Plan Construction

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Partnerships

Two partnerships are on record, tiered core.

• LPL FinancialcoreTechnology or IntegrationLPL Financial (Nasdaq: LPLA) is a leading wealth management firm providing the broker-dealer platform, custody services, and technology infrastructure. EverVest offers securities through LPL Financial, member FINRA/SIPC. LPL supports over 32,000 financial advisors and approximately $2.3 trillion in assets. Data as of April 30, 2026.
• Stratos Wealth PartnerscoreStrategic or Co-development PartnerEverVest Financial is a partner on the advisory side with the Stratos Wealth Partners network, based in Beachwood, Ohio. Stratos provides strategic support in compliance, information technology, advanced reporting, and practice management. Independent advisors in the hybrid brokerage and advisory model can create practices that respond to their market and clients. Barron's has named Stratos one of the top 100 RIAs in the country for four years in a row.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Edelman Financial Engines: Large national RIA offering comprehensive financial planning, investment management, and retirement advice to individuals and families. Operates in the same comprehensive planning category as EverVest but with significantly more scale and brand recognition.
• Cetera Financial Group: Network of independent broker-dealers and RIAs serving financial advisors and their retail clients. Competes with the LPL platform and offers a similar hybrid brokerage/advisory infrastructure to independent practices like EverVest.
• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive financial planning, investment management, tax, and estate services to affluent individuals. Operates in the same comprehensive wealth advisory category as EverVest but at substantially greater scale.
• Mariner Wealth Advisors: National independent RIA offering comprehensive wealth advisory, retirement planning, estate, and tax services to high-net-worth individuals and families. Comparable service breadth and target client base to EverVest, but with a national footprint and institutional scale.
• Cambridge Investment Research: Independent broker-dealer and RIA platform supporting thousands of financial advisors serving individual investors. Directly comparable to LPL Financial as a platform underpinning EverVest's broker-dealer and advisory operations.
• Carson Group: Large hybrid RIA and broker-dealer network serving financial advisors and their clients with comprehensive wealth management, retirement, and business succession services. Highly comparable model: affiliated advisors use Carson's platform while running their own client practices.
• Northwestern Mutual Wealth Management: Large integrated financial services firm offering investment advisory, retirement, estate, and insurance planning to individuals and business owners. Overlaps with EverVest across nearly every service category but at far greater scale with captive advisor model.

Direct peers

• Stratos Wealth Partners: Parent-affiliated RIA network and direct structural peer. Stratos is the registered investment advisor network of which EverVest is a partner, providing identical hybrid brokerage/advisory infrastructure and serving similar affluent individual and family clients.
• Private Advisor Group: Hybrid RIA and broker-dealer affiliated practice management group supporting independent financial advisors serving affluent individuals. Directly comparable hybrid affiliation model to the Stratos/LPL partnership structure that EverVest operates within.

Emerging players

• Facet Wealth: Tech-enabled RIA offering flat-fee, virtual financial planning and investment management to affluent individuals. Competes for the same client persona as EverVest but with a digital-first delivery model and lower-fee structure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/EvervestFinancialFB
• LinkedInlinkedin.com/company/evervest-financial

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EverVest Financial